See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $29,505 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | Advisory (Plan) | $15,889 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,785 | $45,602-63.2% | $117,472-85.7% | $66,914-74.9% |
| Participation rate | 98.1% | 57.6%+40.5pp | 70.6%+27.5pp | 69.8%+28.3pp |
| Annual return | -18.42% | -16.74%-1.7pp | 29.74%-48.2pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,105 | $1,579+33.3% | $4,176-49.6% | $2,544-17.3% |
| Participant deferral / active EE | $3,685 | $2,845+29.5% | $4,070-9.5% | $4,237-13.0% |
| Admin fee / account holder | $110 | $661-83.4% | $5,645-98.1% | $593-81.5% |